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23 results found

1. add a household portfolio balance option

   23 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Sara.H supported this idea  ·  Sep 13, 2021

2. Household/Family

   28 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Sara.H supported this idea  ·  Sep 13, 2021

3. UDF's at Household Level

   34 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Sara.H supported this idea  ·  Sep 13, 2021

4. Household Documents

   29 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Sara.H supported this idea  ·  Sep 13, 2021

5. Head of Household Display

   46 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Sara.H supported this idea  ·  Sep 13, 2021

6. Notes - Click Button to Add to Household

   122 votes

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   8 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Sara.H supported this idea  ·  Sep 13, 2021

7. View activities by household

   38 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sara.H supported this idea  ·  Sep 13, 2021

8. Have Household Keywords

   39 votes

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   0 comments  ·  Redtail CRM » Keywords  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Sara.H supported this idea  ·  Sep 13, 2021

9. Link child/grandchild with Head of Household

   14 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Sara.H supported this idea  ·  Sep 13, 2021

10. Household

    92 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

11. Opportunity Follow-Ups

    45 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

12. Opportunities should have at least 3 date fields

    138 votes

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    7 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

13. Add "Last date updated" to opportunities

    19 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Sara.H supported this idea  ·  Sep 13, 2021

14. Add Opportunity Notes to Linked Contacts

    155 votes

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    12 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

16. Opportunities on RT Calendar

    69 votes

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    5 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added.

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

17. Add Opportunities as an Automation Trigger Event

    29 votes

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    1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

18. Show Filter information for Opportunities

    14 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Sara.H supported this idea  ·  Sep 13, 2021

19. Opportunity Final Stage Modification

    105 votes

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    7 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021

20. Linked Notes in Opportunities

    55 votes

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    3 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Sara.H supported this idea  ·  Sep 13, 2021